Ackerman Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$565,431,548
Clients
174
Advisors
3
of 6 employees
About
Ackerman Capital Advisors, L.L.C. (d/b/a Ackerman Capital Management) provides wealth management to high‑net‑worth individuals, families, trusts, corporations, charitable entities and certain pension plans, offering separately managed accounts, comprehensive financial planning, and retirement plan consulting services. The firm also acts as investment adviser to pooled private vehicles, notably ACM Enhanced Municipal Income Fund, L.P. and ACM Digital Holdings, L.P.
For separately managed accounts Ackerman typically implements actively managed portfolios using exchange‑traded funds and no‑load mutual funds, guided by written Investment Policy Statements and core balanced strategies available in tax‑managed and tax‑advantaged variants. Client accounts are monitored continuously, with reporting delivered through a client portal and regular quarterly materials that include performance versus benchmarks.
What distinguishes Ackerman from many peers is its dual role as both wealth manager and sponsor/adviser of private pooled funds, including a closed‑end municipal bond fund strategy and a multi‑strategy digital‑asset fund that invests in cryptocurrencies, decentralized finance and arbitrage opportunities. Those pooled vehicles employ performance‑based compensation and the firm discloses that principals are material investors in the funds, an alignment the firm manages through disclosure, governance procedures, and its fiduciary policies.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees charged per Financial Planning Agreement, amounts vary by client and scope.
0.2% to 1.0% annually (standard fee range, tiered schedules not fully detailed)
Partnerships charge performance-based fees: 15% quarterly profit allocation for ACM Enhanced Municipal Income, L.P. (no management fee); 0.50% management fee plus 20% quarterly profit allocation for ACM Digital Holdings, L.P.
Account minimum: $1,000,000 Minimum fee: Certain accounts may be subject to minimum quarterly fee requirements, specific amounts not stated. Fee-only: Management fees based on AUM, financial planning fees charged separately if requested.
Main office
5956 Sherry Lane, Suite 1600
Dallas TX 75225
Advisors at this office
3
Most active in
Texas
Also doing business as
Ackerman Capital Advisors, LLC · Ackerman Capital Management · Ackerman Capital Management, Lp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Keith P
CFP®
Dallas, TX
Ackerman Capital Management
Keith Pillers is a CFP® professional with seven years of industry experience. He has worked at Ackerman Capital Management since 2019 and previously held roles at Bank of Texas and THE MILESTONE GROUP, INC. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers separately managed accounts and retirement plan consulting, and also sponsors private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.
John H
CFA®, Series 63
Dallas, TX
Ackerman Capital Management
John Hea is a CFA® charterholder and holds a Series 63 license with 17 years of industry experience. He has been with Ackerman Capital Management since 2010 and previously worked at Martin & Company Investment Counsel. Outside of his advisory role, Hea manages a marketing business called AMONKEYS, LLC, where he designs logos and produces apparel sold at his fishing club. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and pension plans. The firm offers actively managed portfolios primarily through exchange-traded funds and no-load mutual funds, as well as private pooled investment funds including municipal bond and digital-asset strategies.
David A
CFP®, CFA®, Series 65
Dallas, TX
Ackerman Capital Management
David Ackerman is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers actively managed portfolios primarily using ETFs and no-load mutual funds, along with comprehensive financial planning and retirement plan consulting. It also sponsors and advises private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.
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